HEART OF PHOENIX EQUINE RESCUE INC (EIN 454421742) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

TINIA CREAMER

Phone

3047844061

Tax Period

2024-01-01 to 2024-12-31

HEART OF PHOENIX EQUINE RESCUE INC, founded in 2012, is a small nonprofit in the Animal-Related sector that reported $419K in total revenue in fiscal year 2024. Expenses of $396K left a modest 5% surplus.

Mission

TO ASSIST THE COMMUNITY AND GOVERNMENT AUTHORITIES IN RESCUING AND REHABILITATING EQUINES THAT ARE NEGLECTED AND ABUSED, TO PROVIDE REHOMING SERVICES FOR THOSE EQUINES RESCUED AND SUCCESSFULLY REHABILITATED, AND TO PROVIDE EDUCATION REGARDING EQUINE STANDARDS OF CARE TO THE COMMUNITY AND GOVERNMENT AUTHORITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $332,157

Program Service Revenue $62,137

Investment Income $0

Other Revenue $24,372

TOTAL REVENUE $418,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,395

Program Expenses $372,561

Other Expenses $395,800

TOTAL EXPENSES $395,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,666	$425,873	0.0%
Expenses	$395,800	$473,987	-0.2%
Net Income	$22,866	$-48,114	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

200

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$9,000

Total Directors

$9,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINIA CREAMER	PRESIDENT	60.00	Officer Director	$0	$0	$0
SONORA WINDS	VICE-PRESIDENT	20.00	Officer Director	$0	$0	$0
STEPHANIE DAVIS	SECRETARY	40.00	Officer Director	$0	$9,000	$9,000
DIANA KITTS	DIRECTOR	20.00	Director	$0	$0	$0
SUZANNA JOHNSON	DIRECTOR	40.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$418,666	$395,800	$204,842	$22,866
2023	$425,873	$452,565	$208,564	$-26,692
2023	$425,873	$452,565	$208,564	$-26,692
2023	No data	No data	No data	No data
2022	$457,108	$531,874	$243,875	$-74,766
2021	$539,126	$441,942	$355,347	$97,184
2020	$497,613	$336,289	$264,860	$161,324
2019	$295,308	$252,134	$101,578	$43,174

HEART OF PHOENIX EQUINE RESCUE INC